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Maximize Your CRM With an ACT Certified Consultant

 What is a contact and customer manager?

Watch how Vanessa manages her busy day with ACT for small business...

A contact and customer manager allows you to manage all tasks and information related to developing and maintaining relationships with the people, groups, and companies with whom you do business.

Contact and customer management software provides you with a consolidated view of your contact information so you don't have to jump from one application to another to complete a task, plan your day, or execute your sales strategies.  

View WHAT's New- Social Networking and e-Marketing.


Get Your Act! Together - introduction to its value:

Get your Act! Together from Kevin Myers on Vimeo.

Why ACT!

Somewhere between the chaos of sticky notes and spreadsheets, and the expense and complexity of CRM, lives an alternative—a Contact and Customer Management solution.

Imagine something that keeps all your phone numbers, emails, meeting notes, to-dos, and documents for everyone you do business with in one, organized place. What if this info was easy to find and even easier to update, so you could stay focused on building long-lasting, profitable relationships?  ACT! is the #1 Contact and Customer Management choice of small businesses and sales teams designed to do just that.

Who typically uses ACT!?

Because ACT! can be used by anyone with contacts or customers, ACT! users include individuals, small businesses, and corporate sales teams looking to enhance the effectiveness of their sales activities and gain an understanding of their customers and their business.

Free download: Rate your Need for a Contact & Customer Management Solution

What ACT! solutions are available?

ACT!-Swiftpage-Contact-Management-Success offers a variety of solutions to meet your unique and evolving business needs. There are levels for individuals and small business teams- including vertical solutions for real estate and financial service industries.

Julie or Dick would be glad to discuss these options with you to determine the best fit. View what is new in  the latest version: Act! v17 (2015).

Works seamlessly with the tools you rely on every day

ACT! makes it easy for you to manage anything and everything related to your contacts and calendar. Think of it like your business' command center, giving you control to quickly tap into relevant customer details and seamlessly interact with other applications and web services you use all the time, like Outlook®, Google®, LinkedIn®, and powerful, sales and marketing services1. Best part, you can do it all from just one place--that place is ACT!  

Designed for busy professionals who rely on profitable relationships:

ACT! is designed for professionals, like you, who don’t have time to get caught up in a maze of complex technical stuff. ACT! is a leader when it comes to ease of use and adept at getting you and your team organized and productive—fast! ACT! focused on the areas that help you manage customer details, stay connected while on the move, and improve your overall sales and marketing effectiveness to drive results for your business.

 Top 10 Reasons Our Clients Find ACT! Their Best Solution

  1. It gets the job done for managing contact and customer information.
  2. It is down-right affordable.
  3. It is intuitive enough to get us going fast and managing our business day.
  4. It is easily modifiable.  With a few click a new field can be added and placed on the company, contact or opportunity forms.
  5. It has a long (25 year) history in the sales professional networks as the go to solution.  Lots of tips and resources to support our success.
  6. It is easily integrated with emarketing so that email responses and customer survey results keep our sales department up to date on our hot and warm self-qualified prospects.
  7. The Web user interface is so close to the Windows version that its much easier to move the business to the cloud or a web environment.
  8. There are useful mobile options available for smart phones and table devices.
  9. Configurable dashboards show how our business is doing so our users, management and the business owners can make better decisions, faster.
  10. There is a large set of specific add-on, enhanced functionality apps. Kind of like the iPhone apps world...

P.S. The QBSalesData allow integration between QuickBooks and ACT!. Now the sales team can create invoices to QuickBooks and review sales history from QuickBooks without getting into QuickBooks.

 Productivity Enhancements for Accounting and Quoting

See Quickbooks Sales Activity in ACT



Improved productivity.  Less time rekeying data.  Less chance of data errors.

Improved Customer Experience.  Obtain an up to date view of Quickbooks sales invoices and payment history for the person right from the ACT contact screen.

Enhance Business Intelligence for better decision making.  Know the customer's sales history and engage.    

Read more about....  


Produce Understandable and Attractive Quotes:


Are you wasting time creating quotes and revisions?

Are you getting complaints from prospects about the ability to understand a quote?

Integrate your Quoting and Prosposals with QuoteWerks - read more. 



Top Selling Contact and Customer Management Solution

ACT!is the #1 selling contact and customer management solution used effectively by more than 2.8 million users and over 43,000 additional corporate customers, including individual professionals, small business owners, corporate teams, and anyone who regularly works with contacts. ACT! Premium Solutions are specifically designed to benefit larger teams of users with increased data sharing capabilities, group scheduling functionality, advanced opportunity tracking and customization capabilities, robust dashboards and reports, and multiple security levels.

The latest about Act! v17 (2015), is HERE!  

Professional Implementation and Support Available

ACT certified consultantDick and Julie (Father and Daughter) are both ACT-Certified Consultants who are here for you to discuss options that will improve your business and grow strong business relationships.